News, Vision and Voice for
the Advisory Community
advertisement

Articles tagged "Tim Kochis"


Dan Sievert and Greg Friedman, who noted:I am basically the poster child for every problem in our industry.

The FPA NorCal Conference burnishes its little-gem image with big RIAs and other advisory progressives
700 people pow-wowed at The (respendent) Palace of San Francisco and none of their activity escaped the Tim Welsh watchful eye

Thursday 5.30.13
Aaron Klein: I'm hoping that our entire industry will rise up and throw the idea of selling IPOs and derivatives to grandmothers under the bus.

Riskalyze debuts website featuring 'worst' wirehouse portfolios to shock and attract clients
Horror stories abound -- like the 82-year-old widow who has 15% of her holdings in Apple stock and 9% in Facebook

Friday 2.15.13
Bob Veres engages CEO of Moss Adams Wealth Advisors Rebecca Pomering and Tim Kochis, former CEO of Aspiriant, on issues of scale.

Veres and Bruckenstein lure big RIAs to Denver to discuss getting even bigger
Tim Kochis and the virtual Moss Adams all-stars brought firepower to the 2nd annual Business and Wealth Management Conference

Monday 9.17.12
If any characteristic should be rewarded, it's courage.

5 recent acts of courage in the RIA business
Scott Leonard, Tim Kochis, Ron Rhoades, Steve Lockshin and Mike Brown have each shown backbone in their own way

Monday 9.10.12
Rob Francais: I knew they were cut from the same cloth.

Why Deloite Touche talent is such a coveted building block at some esteemed RIAs
The changing challenge of serving the ultra-affluent is demanding skills that look more like Big Four accounting than the four wirehouses

Thursday 8.16.12
Tim Kochis: I winced when I detected a slight tone of condescension in the presentation.

Ex-RIA chief: 'How I learned more in a month as a client than in 20 years as CEO'
Aspiriant's Tim Kochis and his wife experienced firsthand the upsides and downsides of being paying clients

Wednesday 7.25.12
Andrew Russell: It will be a rough couple of years but I think as a nation we'll grow to accept it and be a healthier nation.

RIAs see mostly silver linings in the wake of Supreme Court's decision on Obamacare
As small business owners and financial shepherds of human flocks, accessible and affordable health care is a good thing

Thursday 7.5.12
Tim Kochis: No one should be CEO for life.

Tim Kochis retires, months earlier than scheduled, but also years later than planned
The Aspiriant founder sent an e-mail to fellow employees on April 27th saying he's bolting a little early because of projects he wants to pursue.

Friday 5.11.12

From the RIABiz Directory »

The Industry Sourcebook for RIAs


Browse All Archives


2014


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2012


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2011


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2010


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2009


    December
    November
    October
    September
    August

Most Emailed Stories »

Fresh, ripe but just the same. Differentiation is the advisor's big challenge.
9 shares
Why advisors fail to close prospects -- according to advisors

Envestnet's John Phoenix and Brian Hamburger clap hands at the high-energy confab
6 shares
The MarketCounsel Summit gets the RIA business out of its shell

Peter Giza: My take is that changing a significant portion of a firm's technology platform without changing operational psychology is a fail.
3 shares
Some notes at MarketCounsel from the pad of a skeptical Peter Giza

Knut Rostad: Tony ... note to self: ‘Listen to Chuck, Jack and David.’
2 shares
What Tony Robbins should remember when he talks 'fiduciary'

Jon Stein: Efficiency is streamlined, but with human checks throughout the process.
2 shares
How to hold 1,000 hands: Robo CEOs lay out a stark choice for traditional advisors at MarketCounsel Summit


Get the RIABiz Today
Email Alert »